See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,545 | $138,044-80.8% | $125,339-78.8% | $134,475-80.3% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -16.63% | 750.33%-767.0pp | 572.05%-588.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $6,214 | $5,243+18.5% | $4,814+29.1% | $4,740+31.1% |
| Participant deferral / active EE | $5,763 | $7,799-26.1% | $7,446-22.6% | $6,400-9.9% |
| Admin fee / account holder | $297 | $11,571-97.4% | $10,010-97.0% | $11,426-97.4% |